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Building 2WEALTH MANAGEMENT SERVICES, LLC

Map pinBLOOMINGTON, MN
Phone952-841-6556
NotebookSEC #801-67036
Total AUM
$48.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8400 NORMANDALE LAKE BLVD.
SUITE 920
BLOOMINGTON
MN 55437
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
952-841-6556

ReceiptFinancials

Total AUM
$48.2M
Accounts
329
Discretionary
$44.7M
Accounts
326
Non-Discretionary
$3.5M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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